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State Street SPDR Bloomberg 1-10 Year TIPS ETF

134 hedge funds and large institutions have $1.14B invested in State Street SPDR Bloomberg 1-10 Year TIPS ETF in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 44

8% more funds holding

Funds holding: 124134 (+10)

5.08% less ownership

Funds ownership: 83.3%78.21% (-5.1%)

7% less capital invested

Capital invested by funds: $1.23B → $1.14B (-$87.5M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $231K

Holders
134
Holders Change
+10
Holders Change %
+8.06%
% of All Funds
2.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
25
Increased
51
Reduced
44
Closed
15
Calls
Puts
$231K
Net Calls
-$231K
Net Calls Change
-$231K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$577M -$10M -501,746 -2%
LPL Financial
2
LPL Financial
California
$108M +$23.9M +1,194,266 +27%
CAL
3
Capital Analysts LLC
Pennsylvania
$54M +$896K +44,773 +2%
Citadel Advisors
4
Citadel Advisors
Florida
$30.7M +$31.6M +1,577,258 New
CA
5
Continuum Advisory
Idaho
$23.9M +$698K +34,887 +3%
SWP
6
Stratos Wealth Partners
Ohio
$22.9M +$19.6M +979,817 +495%
GLA
7
Good Life Advisors
Pennsylvania
$21.7M -$1.15M -57,212 -5%
SFM
8
Signet Financial Management
New Jersey
$18.1M +$793K +39,638 +4%
Jane Street
9
Jane Street
New York
$16.2M -$65M -3,245,257 -80%
UBS Group
10
UBS Group
Switzerland
$14.5M +$14.1M +705,849 +1,854%
AssetMark Inc
11
AssetMark Inc
California
$13.7M -$432K -21,580 -3%
OC
12
Oppenheimer & Co
New York
$13.2M +$1.89M +94,460 +16%
Bank of America
13
Bank of America
North Carolina
$13.1M +$1.01M +50,556 +8%
Osaic Holdings
14
Osaic Holdings
Arizona
$12.5M +$832K +41,578 +7%
PCA
15
Pallas Capital Advisors
Massachusetts
$11.5M -$332K -16,601 -3%
ODFS
16
O'Donnell Financial Services
California
$11.4M -$478K -23,861 -4%
BC
17
Brio Consultants
California
$10.4M +$1.79M +89,227 +20%
BPA
18
Beacon Pointe Advisors
California
$10.1M -$289K -14,432 -3%
RJA
19
Raymond James & Associates
Florida
$8.67M -$2.83M -141,316 -24%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$8.56M +$1.33M +66,439 +18%
GRP
21
Global Retirement Partners
California
$7.5M +$58.8K +2,939 +0.8%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$6.98M -$5.24M -261,941 -42%
AFS
23
AFG Fiduciary Services
Massachusetts
$6.95M -$2.67M -133,428 -27%
APC
24
Aspire Private Capital
North Carolina
$6.12M +$151K +7,549 +2%
FA
25
Fermata Advisors
California
$5.93M -$53.3K -2,662 -0.9%

TIPX Hedge Fund Activity: Q2 2022 in Review

134 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) for Q2 2022, worth a combined $1.14B — down 7.1% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TIPX positions and 15 closed out — a net gain of 10 holders — while 51 added to existing stakes and 44 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $31.6M. The largest seller was Jane Street, cutting an estimated $65M.

  • 134 institutional investors held State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) as of Q2 2022, up from 124 in Q1 2022.
  • Funds reported $1.14B of State Street SPDR Bloomberg 1-10 Year TIPS ETF stock for Q2 2022, down 7.1% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Bloomberg 1-10 Year TIPS ETF positions in Q2 2022 and 15 closed out, a net change of +10 holders.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF buyer in Q2 2022 was Citadel Advisors, an estimated $31.6M added.
  • The largest State Street SPDR Bloomberg 1-10 Year TIPS ETF seller in Q2 2022 was Jane Street, an estimated $65M sold.

Based on aggregated 13F filings for Q2 2022.